Private Investment Specialist, Fund Reporting - Presidio

Your Future Team

Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $3billion of assets on behalf of our clients; about $1billion in alternative investments. We offer an outsourced family office experience for our clients that places us at the center of a client’s financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 20 full-time employees comprised of 8 advisors and 12 supporting staff members.

 

Presidio provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors, like Presidio, to grow their businesses and help their clients achieve their vision of "well-th rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

 

Position will be in the office 5 days a week - Houston, TX

 

The Role 

The Private Investment Specialist will report to the Private Investment Operations Manager and work closely with the Private Investment Operations Manager and the Director of Private Investments to enhance the reporting and operational functions of the Private Investment department. 

 

What You’ll Do 

• Coordination and oversight of reporting of our alternative investment book of business.
• Audit and manage fund data entered into Black Diamond.
• Work closely with SS&C Accord reporting team, investment sponsors and Black Diamond.
• Compile specific customized reports for a selection of our largest clients.
• Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments.

 

What You’ll Bring

• Impeccable organizational and time management skills.
• Strong attention to detail and accuracy.
• Ability to work in a fast-paced and rapidly changing environment. 
• Proficient in Microsoft Office Suite.
• Self-starter that will take initiative and does not need to wait for instruction.
• Experience with private investments is preferred but not required.
• 5 + years of relevant industry experience

 

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

 

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). 

 

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

 

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.